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Mortgage Coaching Your Guide to the Top 10
Mortgage Coaching Programs

• The mortgage industry is not for lazy performers.
  In fact, loan originators often work harder than
  anyone else to achieve their goals. 
• But to become successful in this industry,
  working harder isnt always enough. Its about
  working in the right direction. 
• And who knows better about helping you achieve
  your goals than mortgage coaches, whove been
  there and done it all? 

The mortgage industry boasts dozens of
experienced coaches and trainers. The problem is,
how do you pick a good coach? When there are more
mortgage coaches in the market than ever before,
how do you find the one that can really help you
bring your mortgage business to the next level? 
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In this article, weve curated a well-vetted list
of premier mortgage coaches who dont simply
preach success to othersthey actually did the
work themselves first.  Well dive deep into the
unique strengths of their coaching programs, so
you can decide who will bring you the most value
for your business. Here are the best mortgage
coaching programs worth your time and commitment.
1. Mortgage Champions with Dale
Vermillion Mortgage Champions was founded by
Dale Vermillion, a leading mortgage industry
trainer, speaker, and consultant. Over the course
of 25 years, Dale and his company have trained
more than 1 million loan originators and
consulted more than 600 organizations. Mortgage
Champions currently provides three distinct
training solutions to address the specific needs
of teams of different sizes. Saleslyft is a
sales-focused fast-track program for small
companies with up to 12 members that equips teams
with a proven and systematic approach to sales in
just under 4 hours. The program costs 249 and
contains a library of tips, techniques and
strategies that you can instantly start using to
enhance your sales process. 
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• Saleslyft is available online and can be accessed
  from any device on-demand within 30 days of
  purchase. Plus, the program actively uses
  gamification to make the learning experience
  engaging and increase your knowledge retention.
• MC Online is a training solution for bigger teams
  that want to improve their performance across
  several dimensions and includes modules for sales
  training, new hires onboarding, process-based
  management, operational performance, and
  service. 
• The program aims at systematic improvement of
  team performance by establishing effective
  processes and workflows that will grow your
  business for years. 
• Enterprise consulting addresses the particular
  challenges of enterprise clients and largely
  involves Dave's personal consulting and
  experience as both an ex-C-suite level mortgage
  manager and trusted consultant for several
  hundreds enterprises.   
• Pros
• Variety of online, on-premise, and hybrid
  programs
• Strong focus on sales and crisis management
• Vast C-level consulting experience
• Specific role-based training modules for new
  hires, service workers, and management
• Pricing 
• 249 per learner for Saleslyft
• 899 for Mortgage Champions Online 6-week
  program
• Individual pricing for enterprise consulting

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• 2. CORE Training by Rick Ruby
• Rick Ruby, Reeta Casey, and Todd Scrima founded
  CORE Training back in 2001. Since then, their
  program has become one of the most referred
  training programs for loan originators.
• The program focuses primarily on keeping mortgage
  professionals accountable for their success and
  provides trainees with a plan, accountability
  partner, community, and competitive environment.
• CORE Training has three levels of loan officer
  coaching. 
• Level 1, or entry level, is a 12-month commitment
  program that includes an elaborate plan and
  access to group coaching sessions. The program
  also pairs trainees with accountability partners
  from COREs wide network of experienced mortgage
  professionals who guide Level 1 participants
  through instructional videos and audios.
• The Level 1 program promises to double your
  mortgage business and contains a 12-step approach
  aimed at elevating agents performance
• Step 1. Initial Contact
• Step 2. Tracking and Knowing Your Numbers
• Step 3. Basic Lists and Target Marketing

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• Step 4. Building Rapport
• Step 5. Basic Organization
• Step 6. Basic Time Blocking
• Step 7. Mastering the Close  
• Step 8. Reading and Mastering Guidelines
• Step 9. Basic Setting Up and Turning in a Great
  File
• Step 10. Basic Follow Up
• Step 11. Psychology Emotion of the Business
• Step 12. Goal Setting and Business Planning
• To access Level 2 and Level 3 coaching tiers you
  need to meet income requirements and visit the
  Summit event that is regularly held by CORE. At
  these levels you get access to top producing
  mortgage and real estate coaches, greater
  accountability plans, and devoted Facebook
  groups.
• Pros
• Strong DO IT mentality
• Individual performance boost
• Community events for networking opportunities
• Pricing 
• Level 1 coaching costs 500 per month

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3. High Trust Coaching with Todd Duncan  High
Trust Coaching was founded by Todd Duncan, an
award-winning trainer and consultant with almost
three decades of experience in the mortgage
industry. Todd Duncan is also the author behind
the New York Times bestseller High Trust Selling
Make More Money In Less Time with Less
Stress. The coaching features three different
levels Producer Level Coaching focuses on
elevating productivity for loan officers through
business discipline and measurable results. It
includes bi-weekly coaching calls, a performance
dashboard tracking system and also grants
discounts to High Trust events.  Master Level
Coaching is designed for accomplished loan
originators, branch managers, and team leaders
and focuses on strategies to build long-term
scalable business. The coaching level also grants
access to quarterly master classes from Todd
Duncan. Elite Level Coaching is a one-year
membership for a small selection of qualified
candidates. The coaching is designed and curated
by Todd Duncan and covers high-end areas of
business development such as market share growth,
self-leadership, management of high performance
sales teams, and brand development. 
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• Pros
• A selection of programs for both entry-level LOs
  and established mortgage professionals
• Strong focus on measurable results and
  self-accountability
• Custom enterprise solutions
• Pricing
• Flexible pricing model several hundred dollars
  for entry programs and thousands of dollars for
  elite coaching
• 4. Building Champions with Daniel Harkavy
• Building Champions coaching has a sharp focus on
  leadership training and mentorship. The case
  studies mostly revolve around helping companies
  establish highly performing teams, strengthen
  their cultures, and overcome particular
  enterprise-level challenges. 
• The coaching has a wide roster of executive-level
  mentors and coaches with unique skills, and
  youre free to select any coach to address the
  specific needs of your company -- from crisis
  management and professional growth to effective
  communication and mission development. 

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• Currently, there are six coaching options
  available with Building Champions
• Leadership coaching
• Small business coaching
• Executive coaching
• CEO mentor
• Focused 360 coaching
• Mortgage leadership coaching
• Mortgage leadership coaching programs include
  customized team experiences for better team
  alignment and on-site workshops for bringing the
  training to your team.
• Pros
• Sharp focus on building leadership skills and
  strengthening high-performance company culture
• A wide selection of C-level coaches
• Pricing
• Customized proposal for every organization

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5. Performance Experts with Tim Braheem Tim
Braheem entered the mortgage industry in 1992 and
since then has been recognized several times as
one of the top fifty producing loan originators
in the US.  His coaching company, Performance
Experts, offers coaching programs for both loan
originators and team leaders.  Performance
Excelerator is a 12-month program that pairs
trainees with an experienced coach, providing
tips and best practices from top industry
producers while granting quarterly access to Tim
Braheem.  Leadership 360 is a one year long
business and life coaching program that provides
accountability and support for building both
sustainable business and transforming life
experience. The program is exclusive to only 9
members a year.  Referral Partner Success is a
fully online step-by-step program offering
insight and advice on building deep relationships
with partners and growing your business through
referrals.  Team Workshop Mastery is a two-day
workshop aimed at training high performing teams
by unveiling team dysfunctions, facilitating
effective team communications, and aligning team
members around shared goals. 
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• Pros
• Cohesive approach to transforming both business
  and life experiences
• One of the top producing loan originators in the
  states as a head coach
• Pricing
• 899 for online Referral Partner Success program
• 3,495 for Team Workshop Mastery
• 6. 20/20 Vision For Success with Christine
  Beckwith
• Christine Beckwith is an award-winning coach with
  a long history of success in the mortgage
  industry as both a top producing loan officer and
  experienced executive manager of a national
  fintech platform. 
• Shes a wealth of practical knowledge on all
  types of topics ranging from mortgage marketing
  to the future of disruptive tech in this
  industry.
• Christines company, 20/20 Vision for Success
  Coaching, offers sales-accelerating coaching
  programs designed to help participants develop
  successful strategies for increased sales,
  expanded networking, and superior execution. 

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• Currently, Vision for Success has three distinct
  coaching programs
• Gold Sales Accelerator is a 12-month coaching
  program that includes a full virtual training
  curriculum, one-hour coaching session per month,
  live support training and advanced quarterly
  sales classes. 
• The Elite Platinum Sales program includes
  everything from Gold Sales Accelerator as well as
  at least one hour long coaching session monthly,
  accountability checks with Christine, virtual
  training for up to five, and access to a
  Mastermind group with peer participants.20/20
  Vision Elite Division provides top industry
  leaders with coaching on business scaling
  expertise, leadership, sales, and marketing. The
  program also includes custom events for
  participants.
• Pros
• Sharp focus on sales excellence from both an
  individual and technological perspective
• Christine is deeply involved in all coaching
  programs to ensure a successful outcome
• Pricing
• Available upon request

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• 7. Mortgage Marketing Coach with Doran Aldana
• Doran Aldana is the lead coach and founder of
  Mortgage Marketing Coach, a personalized
  mentor-style coaching program that aims to help
  mortgage professionals close more deals
  regardless of market conditions.
• What sets Dorans program apart from many other
  training programs is his strong focus on
  marketing techniques and measurable outcomes. 
• His coaching revolves around high-impact modern
  marketing solutions developed specifically for
  the mortgage industry-- and for three consecutive
  years hes been awarded the Best Service
  Provider title by Canadian Mortgage Awards.
•  
• To achieve best results, Doran partners with his
  clients as a mentor and aims to achieve
  measurable results in income growth or market
  share growth for every partner.
• Pros
• Highly-impactful individual mentorship for
  mortgage professionals
• Focus on modern marketing solutions and
  strategies
• Strong focus on the revenue growth outcome

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• 8. AMPLIFII by Rene Rodriguez
• Rene Rodriguez is a keynote speaker and a
  world-class sales expert with a history of
  advising leadership teams at Coca-Cola,
  Microsoft, and Bank of America. Additionally,
  hes been named in the 40 under 40 list for 7
  years straight.
• Over the years, Rene and his company, Volentum,
  have trained over 100,000 people in behavioral
  psychology to tackle some of the toughest
  challenges in leadership, sales, and change. 
• Yet AMPLIFII, Renes workshop, is not your
  typical mortgage training program and Rene
  Rodriguez wont be teaching you how to prospect
  or follow up on your leads. 
• Throughout a three-day masterclass, Rene teaches
  small groups of professionals how to become more
  powerful presenters, communicators, and
  influencers. 
• The masterclass helps mortgage professionals
  easily present their ideas in public, strike a
  chord with their clients from the get-go, and
  become inspiring leaders for their teams. 
• Pros
• A fast-track to becoming a powerful presented and
  negotiator
• An extremely personal approach with a small group
  of participants
• Acquired ability to present ideas under huge
  stress
• Pricing 
• 4,995 for a three-day event

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• 9. Personal Coaching with Dan Trinidad 
• Dan Trinidad is a 30-year mortgage industry
  veteran and a CEO of a highly successful company
  in Partners Mortgage.
• A large part of Dans coaching strategy involves
  sharing his personal triumphs in turning around
  bad luck and establishing several successful
  businesses in the highly competitive mortgage
  industry. 
• He offers personal coaching and consulting
  services to mortgage professionals, helping them
  get unstuck, recover from loss, and achieve
  lasting success through growing profitable and
  meaningful business. 
• Pros
• A one-on-one mentorship with one of the most
  successful industry practitioners
• Great fit for agents recovering from personal and
  professional losses
• 10. XINNIX System with Casey Cunningham 
• Simply put, there are very few things that Casey
  Cunningham didnt do throughout her 30-year-long
  career in retail mortgage banking.

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• Casey has served as Executive Vice President of a
  4 billion mortgage company, was named one of the
  Top Female Entrepreneurs by Atlanta Woman
  Magazine, and won yearly awards with the National
  Association of Women in Real Estate Business.
• Shes also a national keynote speaker and the
  founder of one of Americas most acclaimed
  mortgage sales and leadership training academies
  in XINNIX.
• The XINNIX coaching program features two training
  options
• The Performance Training Option includes
  multi-week performance programs with business
  development strategies, program specific
  accountability, and access to dedicated
  performance specialists throughout the program.
• The Performance Coaching Option is a 6-month or
  12-month coaching, training, and accountability
  program aimed at helping you find the unique
  strengths of your business and scale them to grow
  your success.
• Pros
• Unique training methodology to unveil your
  strengths and play on them in achieving
  successful results
• A wide array of supporting leadership,
  conversion, and performance-boosting modules for
  all-around training experience

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Choose The Right Mortgage Coaching Program For
Your Mortgage Business Theres no such thing as
a one-size-fits-all training program. Having
choices is crucial when it comes to deciding on
the best mortgage coaching program for your
business. Take time to think deeply about what
you really want to happen in your business and
find the coach and program thats a genuine fit
for your team. Once youve gotten the coaching,
our platform makes it easy to do the rest. Shape
CRM will help your agents consistently follow up
on their leads, automate routine, non-revenue
generating tasks, and address compliance issues
before they start affecting your bottom line. If
you want to see what a well-optimized mortgage
CRM can do for your business, sign up for our
14-day free trial today! Article Source-
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